Guojin Securities notes at the 2026 WCLC in Seoul Chinese innovative drugs featured prominently: Akeso’s Yiwoxi showed head-to-head superiority to pembrolizumab in first-line NSCLC; PD‑1/VEGF bispecifics are emerging as leaders in IO 2.0; B7‑H3 ADCs advanced to plenary sessions and ADC programs are pushing into frontline and perioperative use. Precision therapies targeting KRAS G12D, HER2 and EGFR resistance also posted clinical progress. The research note concludes Chinese bispecifics, ADCs and

Guojin Securities notes at the 2026 WCLC in Seoul Chinese innovative drugs featured prominently: Akeso’s Yiwoxi showed head-to-head superiority to pembrolizumab in first-line NSCLC; PD‑1/VEGF bispecifics are emerging as leaders in IO 2.0; B7‑H3 ADCs advanced to plenary sessions and ADC programs are pushing into frontline and perioperative use. Precision therapies targeting KRAS G12D, HER2 and EGFR resistance also posted clinical progress. The research note concludes Chinese bispecifics, ADCs and oligonucleotide candidates are globally competitive with leading data and could catalyze a new wave of outbound commercialization and sector valuation rerating.